Purchases and Sales Made in Q1 2023 in Principal ETF Principal Millen (GENY)
This table provides information about the institutional ownership of Principal ETF Principal Millen (GENY) during Q1 2023. The information is specifically focused on institutions that hold shares of PRINCIPAL ETF PRINCIPAL MILLEN.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
67.3K+ 26.53% |
$2.68M - $3.17M
|
321K
$0
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.36K+ 127.83% |
$134K - $158K
|
5.99K
$0
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
165New |
$6.56K - $7.76K
|
165
$0
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
33+ 1.65% |
$1.31K - $1.55K
|
2.03K
$0
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22+ 0.36% |
$875 - $1.03K
|
6.11K
$0
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$39.8 - $47
|
0
$0
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-15- 6.05% |
$596 - $705
|
233
$0
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-16- 6.96% |
$636 - $752
|
214
$0
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-52- 0.52% |
$2.07K - $2.45K
|
9.89K
$0
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-56- 6.96% |
$2.23K - $2.63K
|
749
$0
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-141- 7.87% |
$5.61K - $6.63K
|
1.65K
$0
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-543Closed |
$21.6K - $25.5K
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.19K- 19.78% |
$87.2K - $103K
|
8.89K
$0
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12.4K- 99.41% |
$494K - $585K
|
74
$0
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-18.1K- 44.0% |
$720K - $851K
|
23K
$0
|